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LifeSteps Financial, Inc.

Position in FIX — Comfort Systems USA Inc

CIK 1801373 CLAREMONT, CA

Position in FIX

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$146,664
New position
Shares Held
74
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,178
of 1,341 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $353,116 across 5 Engineering & Construction names. FIX ranks #2 (41.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FIX
Comfort Systems USA Inc
This page
74 $146,664

All Filings in FIX

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $146,664 74